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Invenio Wealth Partners’s NVIDIA NVDA Stock Holding History

Invenio Wealth Partners’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.11M Sell
35,052
-652
-2% -$120K 2.43% 13
2025
Q4 		$6.66M Sell
35,704
-3,772
-10% -$702K 2.47% 14
2025
Q3 		$7.37M Sell
39,476
-1,516
-4% -$264K 2.68% 14
2025
Q2 		$6.48M Sell
40,992
-1,628
-4% -$205K 2.57% 15
2025
Q1 		$4.62M Sell
42,620
-332
-0.8% -$42.1K 1.94% 18
2024
Q4 		$5.77M Buy
42,952
+878
+2% +$121K 2.42% 15
2024
Q3 		$5.11M Buy
42,074
+2,064
+5% +$244K 2.21% 17
2024
Q2 		$4.94M Buy
40,010
+410
+1% +$41.5K 2.45% 16
2024
Q1 		$3.58M Buy
39,600
+2,250
+6% +$163K 1.93% 17
2023
Q4 		$1.85M Sell
37,350
-1,410
-4% -$65.3K 1.34% 21
2023
Q3 		$1.69M Buy
38,760
+1,820
+5% +$81.5K 1.53% 17
2023
Q2 		$1.56M Buy
+36,940
New +$1.23M 1.77% 16

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return